Filtering orders

Orders can be filtered by the following options:

  • Paid status

    • Paid

    • Not paid

  • Dining behavior

    • Takeout

    • Delivery

    • Curbside

  • Dining option. The dining options shown have a dining behavior of either Takeout, Delivery, or Curbside. Dining options and their behaviors can be configured in the Toast administration back-end.

To filter orders

  1. Click any status tab.

  2. Click the Filter button. This opens the Filter panel. Select your filters. Multiple filters can be selected. A check mark appears next to each selected filter.

    As you select your filters, labels appear on the screen and Orders Hub displays a list of orders that match your filters and order status. To close the Filter panel, click outside the panel or the X at the top right of the panel.

    To remove a filter, you can either click the filter label or click the filter on the Filter panel so that is no longer selected.

Filtering scheduled orders by date

You can also filter Needs Approval or Scheduled orders by date in addition to the options listed above. You can choose from one of the following date options:

  • Today

  • Tomorrow

  • This week (Sunday to Saturday)

  • This month

  • This year (January 1 to December 31)

  • Custom

To filter by date

  1. Click the Needs Approval or Scheduled tab.

  2. Click the Filter button. This opens the Filter panel. Select your date filter and any other applicable filters. Only one date filter can be selected and applied. As you select your filters, labels appear on the screen and Orders Hub displays a list of orders that match your filters and order status.

    A “Successfully loaded orders” message appears at the bottom of the screen to notify you that all orders that match the filters have been loaded.

    If you choose the Custom filter, a date picker appears. Select the date range and then click the Apply button to apply the custom filter or click the Cancel button to close out of the date picker. A label with the custom date range appears on the screen and Orders Hub displays a list of orders that match your filters and order status.